Mosaic Family Wealth Partners, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Mosaic Family Wealth Partners, LLC

$693 Billion
Q4 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 9,927 shares of EFAV stock, worth $778,673. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,927

Previous 9,913 0.14%

Holding current value

$778,673

Previous $760 Million 7.68%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$70.1 - $76.53 $981 - $1,071	14 Added 0.14%	9,927 $702 Million
Q3 2024 Nov 13, 2024	SELL	$69.31 - $77.34 $46,160 - $51,508	-666 Reduced 6.3%	9,913 $760 Million
Q2 2024 Aug 06, 2024	SELL	$67.82 - $72.36 $30,179 - $32,200	-445 Reduced 4.04%	10,579 $734 Million
Q1 2024 Jun 13, 2024	BUY	$67.46 - $71.15 $53,360 - $56,279	791 Added 7.73%	11,024 $781 Million
Q4 2023 Jan 29, 2024	SELL	$63.1 - $69.34 $72,438 - $79,602	-1,148 Reduced 10.09%	10,233 $710 Million
Q2 2023 Aug 08, 2023	SELL	$66.75 - $70.85 $35,377 - $37,550	-530 Reduced 4.45%	11,381 $768 Million
Q1 2023 Apr 10, 2023	BUY	$63.8 - $67.65 $237,208 - $251,522	3,718 Added 45.38%	11,911 $806 Million
Q4 2022 Feb 14, 2023	BUY	$56.25 - $64.99 $460,856 - $532,463	8,193 New	8,193 $521 Million

Others Institutions Holding EFAV

# of Institutions

523

Shares Held

53.6M

Call Options Held

7.2K

Put Options Held

100

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About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
Sector ETFs
Industry ETFs

More about EFAV

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Mosaic Family Wealth Partners, LLC Ishares Msci Eafe Min Vol Fact Transaction History